---
title: "Obligations Table"
canonical: "https://help.agiloft.com/space/A2508SD/134057514/Obligations%20Table"
format: markdown
---
The Obligations table stores the obligations that AI extracts from your contracts. Obligation records hold the normalized and standardized version of the extracted data and can be used to create [Tasks](https://agiloft-public.atlassian.net/wiki/spaces/A2508SD/pages/134056799). 

Obligations are automatically extracted from contracts when you’re logged in to [Screens](https://agiloft-public.atlassian.net/wiki/spaces/DT/pages/43719552) with Agiloft and evaluate a document with any of the community obligation screens listed below. These screens are published by Agiloft’s team of Legal Knowledge Engineers, who have deep experience with contracts as former practicing attorneys:

- **Payment Obligations**: Identifies and extracts payment-related obligations in service and service-related contracts.
- **Service Level Obligations**: Identifies and extracts service level-related obligations in service level and service level-related contracts.
- **Data Obligations**: Identifies and extracts data-related obligations in data processing contracts.
- **Termination Obligations**: Identifies and extracts termination-related obligations in general commercial contracts.
- **Delivery Obligations**: Identifies and extracts delivery-related obligations in general commercial contracts.
- **Insurance Obligations**: Identifies and extracts insurance-related obligations in general commercial contracts.
- **Confidentiality Obligations**: Identifies and extracts confidentiality-related obligations in general commercial contracts.
- **Regulatory Obligations**: Identifies and extracts regulatory-related obligations in general commercial contracts.

# Record Creation

Users don't create or edit records directly in the Obligations table. New records are automatically generated when a user evaluates a contract with one of Agiloft’s community obligation screens. When you run a screen, the system creates an Obligation record for each obligation extracted from the contract. You can generate a [Task](https://agiloft-public.atlassian.net/wiki/spaces/A2508SD/pages/134056799) from an Obligation by clicking the Create Task button in the record or table view.

Each Obligation record links to the related Screen Result, Contract, and Attachment records. The Summary, Summary Standardized, Consequence, Consequence Standardized, Trigger Type, and Responsible Party fields are populated with the responses to the prompts in the obligation screens.

# Views

The out-of-the-box Obligations table includes the [standard views](https://agiloft-public.atlassian.net/wiki/spaces/HELP/pages/43718574). The Default View shows the Edit icon, View, ID, Contract ID, Obligation Type, Metadata Type, Obligation Exists, Pinpoint Citation, Summary Standardized, Consequence Standardized, and Screen Result Status fields as well as the Create Task button. 

![Default View for the Obligations table](media://5ed66db6-79cb-4e7b-8cff-f679d929de20)

# Fields

In addition to the [standard fields](https://agiloft-public.atlassian.net/wiki/spaces/A2508SD/pages/134054074/Table+Concepts#standard_fields), the out-of-the-box Obligations table includes the following fields.

| **Field Label** | **Data Type** | **Description** |
| --- | --- | --- |
| Agiloft Attachment ID  
Agiloft Contract ID  
Element Definition  
Element Name  
Screen Result ID  
Pinpoint Citation  
Screen Result Status | Link to selected fields from other table: Screen Results | These fields identify the document that was evaluated, the contract the document is for, and details about the screen results. |
| Amount - Fixed | Floating Point | If Amount Type is Fixed, this field lists the fixed amount. |
| Amount - Percentage | Floating Point | If Amount Type is Relative, this field lists the amount percentage. |
| Amount Type | Choice:<br>- Fixed
- Relative | The amount type based on the Due Date. |
| Attachment ID  
Attachment Title | Link to selected fields from other table: Attachments | The linked Attachment record. |
| Consequence | Text | The response to the consequence prompt in the screen. |
| Consequence Standardized | Short Text | The response to the consequence standardized prompt in the screen. |
| Contract Title  
Contract ID | Link to selected fields from other table: Contracts | Links to the Contract record for the contract that was screened. |
| Create Task | Action button | Converts the obligation to a Task record with a Task Type of Obligation. |
| Currency Code  
Currency ID | Link to selected fields from other table: Currencies | The extracted currency. |
| Due Date | Date | If Date Type is Fixed, this field lists the obligation due date. |
| Due in Days | Integer | If Date Type is Relative, this field lists the number of days until the obligation is due. |
| Metadata Type  
Metadata Type ID  
Metadata Type Properties | Link to selected fields from other table: Metadata Types | The metadata type of the obligation. |
| Obligation Exists | Choice:<br>- Yes
- No
- N/A | Indicates whether the obligation exists. Managed by a rule that sets the value based on the Summary Standardized value. |
| Obligation Title | Compound | The name of the obligation. The title is set by combining the Obligation Type, Element Name, and Contract ID values. |
| Obligation Trigger  
Obligation Trigger ID | Link to selected fields from other table: Obligation Triggers | The obligation trigger identified by AI. |
| Obligation Type | Choice:<br>- Financial
- Delivery
- Performance
- Termination
- Data | The obligation type determined by AI. |
| Obligor | Short Text | Lists the obligor for the obligation. |
| Percentage Basis  
Percentage Basis ID | Link to selected fields from other table: Percentage Bases | The amount used as the percentage basis. |
| Related Tasks | Related Table: Tasks  
Saved Search: | Lists any Task records that are related to the obligation. |
| Responsible Party  
Responsible Party ID | Link to selected fields from other table: Companies | The response to the responsible party prompt in the screen. |
| Summary | Text | The response to the summary prompt in the screen. |
| Summary Standardized | Short Text | The response to the summary standardized prompt in the screen. |
| Trigger Type | Choice:<br>- Time-based
- Event-based
- Ongoing | The response to the trigger type prompt in the screen. |

# Automation

This section describes the rule that is implemented for the out-of-the-box Obligations table. For details about rule configuration options, see [Rules](https://agiloft-public.atlassian.net/wiki/spaces/HELP/pages/43714473) in the Help Guide.

- **Create: All Obligation Create actions (web, API)**: This rule runs when a record is created and performs the following actions:
  - Refreshes links to the related Screen Results and Metadata Type records.
  - Sets the Obligation Exists flag to Yes.
  - Sets the Date Type and Amount Type values to Fixed or Relative based on the Due Date value.
  - Sets the Responsible Party if it is blank.

# Ownership

Obligation records are owned by the user who creates them. Specifically, Creator Login is set to the Login of the user who creates the record. For more information on record ownership, see [Record Ownership](https://agiloft-public.atlassian.net/wiki/spaces/HELP/pages/43718158) in the Help Guide.